Use Adobe's e-signature functionality to get your clients to sign a credit guide online. In this article, you learn how to generate an online form with a unique URL, create an email template with a link to the form and an attached copy of your custom guide, and send the message via FinanceVault.
Contents
Prerequisites
To send a credit guide to a client using Adobe's E-sign, you'll need:
An Adobe Acrobat Pro or Acrobat Sign Solutions account.
A credit guide in PDF format.
Video walkthrough
Learn how to create e-sign docs and connect them to FinanceVault.
Converting a credit guide into an e-sign form
Log in to your Acrobat account.
Click E-Sign > Create a Web Form.
Click the form search icon to get Acrobat to detect form fields like signature and name fields automatically.
Drag and drop fields from the sidebar if Acrobat didn't detect all the fields.
Click Create in the top toolbar.
Copy the form link from the Share the URL field.
Watch Adobe's How to Turn Documents Into Web Forms video.
Creating a BrokerEngine email template
This tutorial shows you how to create an email template and attach your custom credit guide. Optionally, you can search the document stack, locate the BrokerEngine default credit guide email, and then attach your custom credit guide and a link to the online form.
To create a new template:
Go to the client portal.
Select the document stack (e.g. Compliance).
Go to the DOCUMENT REQUEST window and click the ADD NEW DOC link. A popup window displays.
Add text and a button to the email message (see below) and attach your custom credit guide pdf. Click ADD DOCUMENT to add the template to the document stack.
Adding message text and a button
Add text to the email message. You can copy and modify the text below.
Click the button below to e-sign our Credit Guide. This document sets out important information about the services we provide as a licensee broker, any fees and commissions payable to us by the bank, our responsible lending obligations, our internal and external dispute resolution procedures, and how you can access them.
[add a clickable button here]
Here's how it works
For all consumer loans, such as Home Loans and Investment Loans, the NCCP requires that the broker prepare and issue certain documents to the applicants before providing any credit assistance.
Step 1 - After clicking the button above, you'll be taken to the next page. Accept the terms and conditions by clicking Continue and then Start.
Step 2 - Provide your Full Legal Name by typing it in where indicated, draw or upload your signature, and add your preferred name. Then click Next to e-sign any remaining fields.
Step 3 - Submit the form by clicking Click to Sign at the bottom of the page and entering your email address. That's all there is to it!
Adding a button with a link
Go to the message toolbar and click the image icon. Upload a button image.
You can find free buttons on sites like Pixabay or use this button image.
Select the button image and click the link icon in the toolbar. Paste the e-sign URL you created above into the field. Switch on the Open in a new tab toggle. Click the check button to save. Click ADD DOCUMENT to add the credit guide to the document stack.
Sending the credit guide to a client
Go to the client portal and locate the document stack with the credit guide. Click the Add to Request icon next to your credit guide.
Alternatively, click REQUEST ALL and Yes to add all documents in the stack to the signing request.
Click Review Request. Click PUBLISH & SEND TO CLIENT and OK in the confirmation popup window.
The client receives a message with a View Request link to the online document ready for e-signature.
Related articles